Assistant Portfolio Advisor

About the job

We are looking for an "Assistant Portfolio Advisor" for the Financial Advisory located at DHA, Karachi.

Position: "Assistant Portfolio Advisor"

Experience: 2+ years in Asset Management.

Location: DHA, Karachi.

Role overview:

• Conduct portfolio advisory functions, including market analysis, data tabulations, and generate portfolio performance reports.
• Facilitate trades in securities approved by the investment committee, adhering to establishing guidelines.
• Evaluate client proposals and conduct comprehensive analysis using economic, market, industry, and company specific data.
• Develop investment recommendations, research reports, presentations, and performance summaries for clients.
• Maintain client investment portfolios as assigned, ensuring compliance with regulatory requirements.

Interested candidates can email their resumes at [email protected] by mentioning the position title in the subject line.